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KELLY & KELLY PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameKELLY & KELLY PROFIT SHARING PLAN AND TRUST
Plan identification number 003

KELLY & KELLY PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

KELLY & KELLY has sponsored the creation of one or more 401k plans.

Company Name:KELLY & KELLY
Employer identification number (EIN):231922753
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY & KELLY PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-01-01LAURENCE KELLY LAURENCE KELLY2018-06-15
0032016-01-01LAURENCE KELLY LAURENCE KELLY2017-06-16
0032015-01-01LAURENCE KELLY LAURENCE KELLY2016-09-21
0032014-01-01LAURENCE KELLY LAURENCE KELLY2015-07-06
0032013-01-01LAURENCE KELLY LAURENCE KELLY2014-07-30
0032012-01-01LAURENCE KELLY LAURENCE KELLY2013-10-04
0032011-01-01LAURENCE KELLY LAURENCE KELLY2012-07-31
0032009-01-01LAURENCE KELLY LAURENCE KELLY2010-10-14
0032009-01-01LAURENCE KELLY LAURENCE KELLY2011-10-11

Financial Data on KELLY & KELLY PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017 : KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$48,115
Expenses. Total of all expenses incurred2017-12-31$1,076,973
Benefits paid (including direct rollovers)2017-12-31$1,074,565
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$1,028,858
Value of fidelity bond covering the plan2017-12-31$250,000
Assets. Value of loans (other than to participants)2017-12-31$0
Other income received2017-12-31$48,115
Net income (gross income less expenses)2017-12-31$-1,028,858
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,028,858
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,408
2016 : KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$48,802
Expenses. Total of all expenses incurred2016-12-31$123,025
Benefits paid (including direct rollovers)2016-12-31$122,139
Total plan assets at end of year2016-12-31$1,028,858
Total plan assets at beginning of year2016-12-31$1,103,081
Value of fidelity bond covering the plan2016-12-31$250,000
Assets. Value of loans (other than to participants)2016-12-31$194,795
Other income received2016-12-31$48,802
Net income (gross income less expenses)2016-12-31$-74,223
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,028,858
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,103,081
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$886
2015 : KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$-9,435
Expenses. Total of all expenses incurred2015-12-31$52,100
Benefits paid (including direct rollovers)2015-12-31$48,000
Total plan assets at end of year2015-12-31$1,103,081
Total plan assets at beginning of year2015-12-31$1,164,616
Value of fidelity bond covering the plan2015-12-31$109,508
Assets. Value of loans (other than to participants)2015-12-31$189,247
Other income received2015-12-31$-9,435
Net income (gross income less expenses)2015-12-31$-61,535
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,103,081
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,164,616
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,100
2014 : KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$63,060
Expenses. Total of all expenses incurred2014-12-31$347,877
Benefits paid (including direct rollovers)2014-12-31$345,612
Total plan assets at end of year2014-12-31$1,156,620
Total plan assets at beginning of year2014-12-31$1,441,437
Value of fidelity bond covering the plan2014-12-31$115,662
Assets. Value of loans (other than to participants)2014-12-31$175,702
Other income received2014-12-31$63,060
Net income (gross income less expenses)2014-12-31$-284,817
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,156,620
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,441,437
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,265
2013 : KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$85,389
Expenses. Total of all expenses incurred2013-12-31$443,022
Benefits paid (including direct rollovers)2013-12-31$439,675
Total plan assets at end of year2013-12-31$1,441,437
Total plan assets at beginning of year2013-12-31$1,799,070
Value of fidelity bond covering the plan2013-12-31$250,000
Assets. Value of loans (other than to participants)2013-12-31$170,153
Other income received2013-12-31$85,389
Net income (gross income less expenses)2013-12-31$-357,633
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,441,437
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,799,070
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,347
2012 : KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$194,077
Expenses. Total of all expenses incurred2012-12-31$325,962
Benefits paid (including direct rollovers)2012-12-31$324,122
Total plan assets at end of year2012-12-31$1,799,070
Total plan assets at beginning of year2012-12-31$1,930,955
Value of fidelity bond covering the plan2012-12-31$250,000
Assets. Value of loans (other than to participants)2012-12-31$164,604
Other income received2012-12-31$194,077
Net income (gross income less expenses)2012-12-31$-131,885
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,799,070
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,930,955
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,840
2011 : KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$76,762
Total plan assets at end of year2011-12-31$1,930,955
Total plan assets at beginning of year2011-12-31$1,854,193
Value of fidelity bond covering the plan2011-12-31$250,000
Assets. Value of loans (other than to participants)2011-12-31$233,398
Other income received2011-12-31$76,762
Net income (gross income less expenses)2011-12-31$76,762
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,930,955
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,854,193
2010 : KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$133,591
Total plan assets at end of year2010-12-31$1,854,193
Total plan assets at beginning of year2010-12-31$1,720,602
Value of fidelity bond covering the plan2010-12-31$250,000
Assets. Value of loans (other than to participants)2010-12-31$233,398
Other income received2010-12-31$133,591
Net income (gross income less expenses)2010-12-31$133,591
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,854,193
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,720,602
2008 : KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2008 401k financial data
Total income from all sources2008-12-31$-529,499
Expenses. Total of all expenses incurred2008-12-31$150
Total plan assets at end of year2008-12-31$1,552,158
Total plan assets at beginning of year2008-12-31$2,081,807
Value of fidelity bond covering the plan2008-12-31$250,000
Assets. Value of loans (other than to participants)2008-12-31$228,403
Other income received2008-12-31$-623,286
Net income (gross income less expenses)2008-12-31$-529,649
Net plan assets at end of year (total assets less liabilities)2008-12-31$1,552,158
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$2,081,807
Total contributions received or receivable from employer(s)2008-12-31$93,787
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$150

Form 5500 Responses for KELLY & KELLY PROFIT SHARING PLAN AND TRUST

2017: KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KELLY & KELLY PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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